OUR TEAM

* indicates shareholder

MANAGEMENT COMMITTEE

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Chairman & Chief Executive

Carl J. Tippit, CFA*

President

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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Jennifer Coleman

External Board Member

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John P.M. Higgins

External Board Member

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Marilyn Eisele

External Board Member

EXECUTIVE LEADERSHIP

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Chairman & Chief Executive

Carl J. Tippit, CFA*

President

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Kathleen Thompson, PMP*

Chief Financial Officer

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director and Head of Integration & Planning

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Research & Investment Management

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

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Aneet P. Deshpande, CFA*

Chief Investment Strategist, Senior Managing Director

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director and Head of Portfolio Management

Thomas M. Seay*

Senior Managing Director, Research

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Alternatives

Daniel Meges*

Managing Director, Research

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Andres Arsuaga, CFA

Director, Portfolio Management

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Michael G. Kuebler

Analyst, Research

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Mike McLelland, CFA, CAIA

Analyst, Research

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Andrew Burger, CFA

Senior Portfolio Manager

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Adam Felten

Portfolio Manager

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Caroline Lyu

Portfolio Manager

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Haley J. Schubert, CFA

Portfolio Manager

ErinGray2021

Erin D. H. Gray

Research Associate

Kimberly D. Trnavsky

Alternative Investment Administrator

SueWitalis2021

Susan E. Witalis

Trader

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

JohnColla2021

John F. Colla, CFA*

SENIOR MANAGING DIRECTOR

Sarah E. Parker, AIF*

Senior Managing Director

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Lawrence M. Carone, CFA, CAIA*

Managing Director

Brian T. Wunderle

DIRECTOR

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Joseph T. Adams, CFA

Senior Associate

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Bayley E. H. Miozzi

Associate

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John P. Lenehan

Associate

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Kristen Low

Associate

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Gareth J. Hannigan

Client Service Associate

KarenBuckley2021

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Anthony G. Micheli, CPA*

Senior Managing Director

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director and Head of Integration & Planning

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David J. Rubis, CPFA, AIF®*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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Eileen Burkhart, CFP®, AIF®*

Senior Managing Director

GregLonczak2021

Gregory Q. Lonczak, CFP®*

Senior Managing Director

JAMES D. AWAD

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

JohnMarino2021

John Marino, CFP®, CPA*

Senior Managing Director

MichaelDearden2021

Michael S. Dearden, ATP®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

David A. McClearn, CFA*

Managing Director

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Jonathan A. Watts, CPA*

Managing Director

Maureen Leneghan, CPA, CFP®*

Managing Director, Financial Planning

Theodore J. Robbins, CPA , CFP®*

Managing Director, Private Client Group

Allen W. Dengler

Director, Private Client Group

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Chris Berben, CFP®

Director, Private Client Group

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Kayleigh Cowser, Esq.

Director, Trusts and Estates

Lisa M. Chavez, CPA

Director, Tax

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Bryse D. Cirjak, CFP®

Senior Associate

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Debra Richards

Senior Associate

Emily C. Hajec

Senior Associate

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Grant W. Deprey, CPA

Senior Associate

James T. Thomas, CPA

Senior Associate

JoeBaranek2021

Joseph Baranek, CFP®

Senior Associate

Teresa A. LaCorte, CPA

Senior Associate

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Jeff Cornelius

Associate, Integration & Planning

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Adam T. Clare, CPA

Planning Associate

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Becca Rak

Planning Associate

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Daniel C. Francy

Planning Associate

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Dylan C. Gardner

Planning Associate

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Emily Keller

Planning Associate

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Jenny L. Cuevas

Planning Associate

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Jessica G. Martin

Planning Associate

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Kiana Woodgett

Planning Associate

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Max Zarick, CPA

Planning Associate

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Kaitlyn Hartburg

Family Office Professional

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Alexandra Bair

Client Service Associate

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Angela Bitting

Client Service Associate

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Allison E. Schaefer

Client Service Associate

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Chris Markley

Client Service Associate

Kimberly A. Herbst

Client Service Associate

Mark A. Comienski

Client Service Associate

Peggy E. Shalala

Client Service Associate

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Rachel M. Aranowitz

Client Service Associate

Susan A. Svenson

Client Service Associate

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Chelsea Enslow

Client Operations Coordinator

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Samantha Karoly

Administrative Assistant

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Beatrice Cooper

Administrative Assistant, Tax

Administration

Steven F. Wolken*

Chief Compliance Officer

DennisKasper2021

Dennis M. Kasper*

Managing Director, Information Technology

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Jane F. Battes, SPHR*

Managing Director, Human Resources

Jennifer D. Lucas

Office Administrator | Recruiter

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Edward Mielcarek

Director, Information Technology

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Heather K. Hughes

HR Generalist | Recruiter

MonicaFletcher2021

Monica A. Fletcher

Senior Associate, Marketing

Bonny L. Constantino

Accounting & Compliance Associate

Shereen H. Abuzahriyeh

Associate, Information Technology

Amber N. Coletta

Business Analyst

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Daniel J. Usay

Business Analyst

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Sarah Richter, CPA

Staff Accountant

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Senior Managing Director, Operations

Mitchel H. Green

Director, Institutional Operations

Sandra J. Wallenhorst

Senior Associate, Reporting

Cristina T. Popoiu

Senior Performance Analyst

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Konstantin Goldberg

Senior Performance Analyst

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Jessica Ackermann

Senior Performance Analyst

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Benjamin L. DeHaan

Performance Analyst

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David Mooney

Performance Analyst

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Kyle Shuki

Performance Analyst

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Claudia N. Kerchenski

Operations Associate

Maureen A. Berthelot

Database Coordinator

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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